See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,310 | $123,793+188.6% | $177,821+100.9% | $79,858+347.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.63% | 22.82%-2.2pp | 48.32%-27.7pp | 31.71%-11.1pp |
| Employer contribution / active EE | $22,938 | $4,095+460.1% | $5,918+287.6% | $2,471+828.4% |
| Participant deferral / active EE | $13,258 | $5,956+122.6% | $7,714+71.9% | $3,740+254.5% |
| Admin fee / account holder | $1 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |